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1,190 hedge funds and large institutions have $17.2B invested in Shell in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 424 increasing their positions, 393 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $955M | Put options by funds: $517M

40% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 82

14% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.06B)

8% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 393

1% more funds holding

Funds holding: 1,1811,190 (+9)

0.42% more ownership

Funds ownership: 4.07%4.5% (+0.42%)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

Holders
1,190
Holders Change
+9
Holders Change %
+0.76%
% of All Funds
18.96%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.41%
New
115
Increased
424
Reduced
393
Closed
82
Calls
$955M
Puts
$517M
Net Calls
+$438M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1101
Community Bank
New York
$22.8K
PP
1102
PFS Partners
New Jersey
$21.8K
NECFA
1103
New England Capital Financial Advisors
Connecticut
$19.4K
HWM
1104
HighMark Wealth Management
Minnesota
$19.4K +$1.65K +28 +9%
PMFA
1105
Plante Moran Financial Advisors
Michigan
$19K +$176 +3 +0.9%
Nisa Investment Advisors
1106
Nisa Investment Advisors
Missouri
$19K
CP
1107
Castleview Partners
Texas
$18.8K
AP
1108
Atwood & Palmer
Missouri
$18.6K
ST
1109
Sageworth Trust
Pennsylvania
$18.2K +$18.6K +317 New
HC
1110
Hoese & Co
Minnesota
$18.2K
BONH
1111
Bank of New Hampshire
New Hampshire
$17.8K
AT
1112
Avalon Trust
New Mexico
$17.6K +$18K +306 New
WIM
1113
WealthPlan Investment Management
Nebraska
$17.5K +$17.9K +304 New
ACM
1114
Antonetti Capital Management
Florida
$17.3K
SC
1115
Stephens Consulting
Michigan
$17.3K
Commonwealth Equity Services
1116
Commonwealth Equity Services
Massachusetts
$17K +$517K +8,783 +3%
CA
1117
Centerpoint Advisors
Massachusetts
$17K
UIA
1118
Ulland Investment Advisors
Minnesota
$17K
LF
1119
Lee Financial
Texas
$16.5K -$7.65K -130 -31%
AWM
1120
Atticus Wealth Management
Florida
$15.8K
2L
1121
25 LLC
Missouri
$15.4K +$14.8K +252 New
FRA
1122
Front Row Advisors
California
$15K -$5.94K -101 -28%
Allspring Global Investments
1123
Allspring Global Investments
North Carolina
$15K
KFS
1124
Kelly Financial Services
Massachusetts
$14.8K -$2.59K -44 -15%
RCM
1125
Raleigh Capital Management
North Carolina
$14.6K -$1.41K -24 -9%